See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,141 | $67,606-17.0% | $82,313-31.8% | $70,131-19.9% |
| Participation rate | 72.7% | 72.8%0pp | 76.9%-4.2pp | 69.5%+3.2pp |
| Annual return | 16.12% | 21.57%-5.4pp | 25.88%-9.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $213 | $1,755-87.9% | $2,428-91.2% | $2,342-90.9% |
| Participant deferral / active EE | $2,327 | $2,987-22.1% | $3,706-37.2% | $3,332-30.2% |
| Admin fee / account holder | $13,528 | $4,512+199.8% | $5,608+141.2% | $4,645+191.2% |